Laidlaw Wealth Management’s Industrial Select Sector SPDR Fund XLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,337
| Closed | -$1.36M | – | 173 |
|
|
2024
Q4 | $1.36M | Buy |
10,337
+246
| +2% | +$32.4K | 0.59% | 45 |
|
|
2024
Q3 | $1.37M | Sell |
10,091
-492
| -5% | -$66.6K | 0.68% | 45 |
|
|
2024
Q2 | $1.29M | Buy |
10,583
+376
| +4% | +$45.8K | 0.71% | 42 |
|
|
2024
Q1 | $1.29M | Sell |
10,207
-1,331
| -12% | -$168K | 0.72% | 42 |
|
|
2023
Q4 | $1.32M | Sell |
11,538
-1,346
| -10% | -$153K | 0.48% | 62 |
|
|
2023
Q3 | $1.31M | Sell |
12,884
-9,536
| -43% | -$967K | 0.43% | 70 |
|
|
2023
Q2 | $2.41M | Sell |
22,420
-215
| -0.9% | -$23.1K | 0.47% | 52 |
|
|
2023
Q1 | $2.29M | Sell |
22,635
-407
| -2% | -$41.2K | 0.47% | 58 |
|
|
2022
Q4 | $2.26M | Buy |
23,042
+579
| +3% | +$56.9K | 0.49% | 55 |
|
|
2022
Q3 | $1.86M | Sell |
22,463
-17,516
| -44% | -$1.45M | 0.43% | 65 |
|
|
2022
Q2 | $3.49M | Sell |
39,979
-2,496
| -6% | -$218K | 0.71% | 31 |
|
|
2022
Q1 | $4.37M | Buy |
42,475
+1,106
| +3% | +$114K | 0.73% | 29 |
|
|
2021
Q4 | $4.38M | Buy |
41,369
+492
| +1% | +$52.1K | 0.7% | 30 |
|
|
2021
Q3 | $4M | Sell |
40,877
-658
| -2% | -$64.4K | 1.03% | 23 |
|
|
2021
Q2 | $4.25M | Buy |
41,535
+9,764
| +31% | +$1,000K | 1.1% | 21 |
|
|
2021
Q1 | $3.13M | Buy |
31,771
+3,548
| +13% | +$349K | 1.07% | 23 |
|
|
2020
Q4 | $2.5M | Buy |
28,223
+18,543
| +192% | +$1.64M | 0.53% | 53 |
|
|
2020
Q3 | $745K | Buy |
9,680
+3,025
| +45% | +$233K | 0.33% | 86 |
|
|
2020
Q2 | $457K | Buy |
6,655
+954
| +17% | +$65.5K | 0.24% | 105 |
|
|
2020
Q1 | $336K | Sell |
5,701
-1,625
| -22% | -$95.8K | 0.22% | 106 |
|
|
2019
Q4 | $597K | Buy |
+7,326
| New | +$597K | 0.38% | 83 |
|